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Exploring Analyst Estimates for Sea Limited (SE) Q4 Earnings, Beyond Revenue and EPS
SESea(SE) ZACKS·2025-02-27 15:20

Core Viewpoint - Sea Limited is expected to report significant growth in earnings and revenues for the upcoming quarter, with analysts projecting earnings of $0.76 per share and revenues of $4.84 billion, reflecting a year-over-year increase of 7700% and 35.8% respectively [1] Earnings Estimates - The consensus EPS estimate for Sea Limited has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [1][2] - Changes in earnings estimates are crucial for predicting investor reactions and have a strong correlation with short-term stock performance [2] Revenue Projections - Analysts estimate 'Revenue- Digital Entertainment' to be $513.88 million, a slight increase of 0.6% from the previous year [4] - 'Revenue- E-Commerce' is projected to reach $3.59 billion, representing a significant year-over-year increase of 38.4% [4] - 'Revenue- Digital Financial Services' is expected to be $640.43 million, reflecting a 35.6% increase from the prior year [5] - 'Revenue- Other Services' is forecasted to decline to $31.94 million, indicating a year-over-year decrease of 24.3% [5] User Metrics - Analysts predict 'Quarterly paying users' to increase to 50, up from 40 in the same quarter last year [5] - 'Quarterly active users' are expected to reach 608, compared to 529 in the same quarter last year [6] Adjusted EBITDA - The estimated 'Adjusted EBITDA- Digital Entertainment' is projected at $299.87 million, an increase from $217.41 million reported in the same quarter last year [6] - 'Adjusted EBITDA- Digital Financial Services' is expected to be $196.90 million, up from $148.48 million in the previous year [7] Stock Performance - Sea Limited's shares have returned +5.2% over the past month, contrasting with the Zacks S&P 500 composite's -2.2% change [7]